Reading List

The most recent articles from a list of feeds I subscribe to.

A profile of Microsoft CFO Amy Hood, who paused some data center expansions in 2025, a decision some say led to its current supply crunch and growth bottleneck (Bloomberg)

Techmeme

IDC: Chinese GPU and AI chipmakers captured nearly 41% of China's AI server market in 2025, significantly eroding Nvidia's share to 55%, or ~2.2M cards shipped (Reuters)

Techmeme

Ofcom: the share of adult UK social media users that actively post, share, or comment falls from 61% in 2024 to 49%, as users say they are being more selective (Dan Milmo/The Guardian)

Techmeme

Sources: Oracle has cut ~10,000 jobs in India, or ~20% of its Indian workforce, as part of a restructuring that reportedly affects 30,000 employees globally (The Economic Times)

Techmeme

Sources: AI startup Poolside held talks with Google and others to revive a Texas data center project after a CoreWeave deal and a $2B Nvidia-led round collapsed (Stephen Morris/Financial Times)

Techmeme

Crypto asset manager CoinShares began trading on the Nasdaq on April 1, marking its entry into US public markets after its $1.2B SPAC merger with Vine Hill (Naga Avan-Nomayo/The Block)

Techmeme

Treeline, which is building an AI and software-first alternative to legacy corporate IT systems, raised a $25M Series A led by Andreessen Horowitz (Lily Mae Lazarus/Fortune)

Techmeme

Is this the beginning of the end of the war in Iran?

Vox - All

Tim Cook reflects on 50 years of Apple, Steve Jobs' legacy, reaffirming the company's values, working with a "very accessible" Trump administration, and more (Ryan D'Agostino/Esquire)

Techmeme

Variance, which develops AI agents for compliance and fraud investigations, raised a $21.5M Series A led by Ten Eleven Ventures and joined by YC and others (Ryan Lawler/Axios)

Techmeme

A whistleblower alleges Delve pitched a modified copy of open-source no-code tool SimStudio as its own, a practice that could violate the software's license (Julie Bort/TechCrunch)

Techmeme

In a joint filing, Elon Musk and the US SEC say they are ready to move toward a trial over Musk's alleged failure to disclose his Twitter stake in 2022 (Nicola M White/Bloomberg)

Techmeme

Google increases the storage of its $19.99 per month AI Pro subscription plan to 5TB, up from 2TB, at no additional cost; 10TB costs $49.99 per month (Abner Li/9to5Google)

Techmeme

Chris Espinosa, Employee #8, Profiled in The New York Times

Daring Fireball

Documents: Intel plans to invest $15M in SambaNova, a startup chaired by CEO Lip-Bu Tan, increasing Intel's stake to 9%, following a $35M investment in February (Reuters)

Techmeme

The Talk Show: ‘Apple at 50’

Daring Fireball

Trump’s birthright citizenship ban may fail — but the administration already got too far

The Verge - All Posts

Sources: Amazon is in talks to acquire Globalstar to bolster its low Earth orbit satellite business; Apple's 20% stake in Globalstar is a complicating factor (Financial Times)

Techmeme

NASA launches four astronauts toward the Moon on the Artemis II mission

The Verge - All Posts

Feds Indict Another Eric Adams Pal, This One for Insurance Fraud

THE CITY - All